Enhance client service as an Investment Associate with RBC Dominion Securities in Ottawa. Your expertise in account management and compliance will help build lasting client relationships.

In this full-time role, you will provide exceptional ongoing support to clients, assisting in account administration and maintaining compliance. Key tasks include managing client portfolios, executing trades, and responding to inquiries efficiently. Your organizational skills will play a vital part in optimizing account documentation and enhancing the client experience.

Key Responsibilities:
• Maintain and manage existing client accounts accurately
• Execute trades and ensure proper settlement of transactions
• Respond to client inquiries professionally and promptly




• Perform ad hoc analyses as needed by the Advisor Team
• Collaborate on various office administration functions

Requirements:
• Canadian Investment Regulatory Exam, CIRE qualified
• Proficient with Microsoft Office, especially Excel
• Robust time management and organizational skills
• Excellent verbal and written communication abilities
• Experience in the securities industry is an asset

Utilize your client service skills and problem-solving abilities to thrive as an Investment Associate at RBC Dominion Securities.
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📌 Investment Associate at RBC Dominion Securities (Quebec City)
🏢 RBC Dominion Securities
📍 Quebec City